Luis Guzman🔹 Email & Phone Number

Miami Beach, Fl, Us

Miami, Florida, United States

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San Francisco Bay Area

1. SOX Testing •Analyzed required supporting documentation for 25+ SOX controls to send out data requests to clients •Interviewed 50+ control owners and reviewers to understand control processes to ensure proper testing•Tested controls by reperforming procedures described by control owners to identify control deficiencies •Prepared work papers deliverables for external auditors (EY) to help Meta’s management achieve goals2. Regulatory Cost Recovery•Identified… Show more 1. SOX Testing •Analyzed required supporting documentation for 25+ SOX controls to send out data requests to clients •Interviewed 50+ control owners and reviewers to understand control processes to ensure proper testing•Tested controls by reperforming procedures described by control owners to identify control deficiencies •Prepared work papers deliverables for external auditors (EY) to help Meta’s management achieve goals2. Regulatory Cost Recovery•Identified various costs that were incurred as a result of compliance with government regulations to track them•Met with 15+ SMEs to understand business operations related to Regulatory Cost Recovery•Analyzed and created supporting documentation through Cost Modeling to recover eligible compliance costs •Prepared client meeting deliverables such as Memos, Lead Sheets, PowerPoint decks based on data analyzed Show less

Orlando, Florida, United States

•Assisted the CEO on the creation and launch of the top-selling book Mastering College to Career book•Conduct interviews with students to find the 'Right Fit' for the MC2C Academy•Work 1-1 with 100+ students to help them develop their career strategies•Critique resumes and conduct weekly mock interviews•Create weekly content to educate recent graduates and college students

Texas, United States

•Created Forecasting tool cutting 7hrs+ of analysis time based on storytelling through Conditional Fmt•Optimized 'Absorption' Report by creating Budget Formulas in Excel to automate the 'Rollup Tab'•Standarized procedures by meeting with 'Schedule of Values' creators & optimizing template for Project Managers improving user's exp•Leveraged Tableau's Forecasting tools for my intern project challenging existing Excel Forecasting

Orlando, Florida Area

•Executed testing over balances exceeding $30m in accounts including cash, AP, expenses and revenue•Communicated with CFO's, controllers, AP clerks to gain reasonable assurance of the data's integrity•Performed cut-off testing for checks by utilizing a gap detection analysis in IDEA to ensure completion•Served as an Audit Intern for clients in varying industries -- healthcare, construction, consumer goods

Orlando, Florida

•Reconciliation of accounts from SAP reports managing costs and expenditures to ensure accuracy•Assisted with budget analysis of 10 portfolios to forecast expenditures & explain variances•Created template for Cost Code Mapping in order to create company standards and improve efficiency•Tracked schedule of values to determine percentage of Earned Value & Accruals for end of quarter•Reviewed 100+ vendors accounts for payments against general ledger to ensure accuracy •Assisted… Show more •Reconciliation of accounts from SAP reports managing costs and expenditures to ensure accuracy•Assisted with budget analysis of 10 portfolios to forecast expenditures & explain variances•Created template for Cost Code Mapping in order to create company standards and improve efficiency•Tracked schedule of values to determine percentage of Earned Value & Accruals for end of quarter•Reviewed 100+ vendors accounts for payments against general ledger to ensure accuracy •Assisted Project Directors with tracking 10 capital project budgets•Reviewed contracts including values, change order logs, invoices, and forecasts for a portfolio of projects•Assisted with ad-hoc analysis and various comparisons Show less

Orlando, Florida Area

•Build rapport with industry experts •Nourish relationships with professionals•Research potential companies•Target companies to host meetings with over 100 students

Orlando, Florida

•Implement ALPFA’s LinkedIn campaign leading to an increase in followers by 110%•Select strategies for posting video content on LinkedIn by utilizing analytics, increasing activity by 162% •Coordinate with a team of 10 to develop marketing campaigns and increase exposure for the chapter.•Track Marketing Analytics on a weekly basis to measure engagement•Photograph meetings and socials to promote ALPFA to over 10,000 students in the College of Business.

Orlando, Florida Area

•Participated in 5 workshops that enhanced my soft skills needed within the financial advising industry•Acquired a novice level training in AXA’s asset maps to allocate $700,000 in two sample case studies •Presented in front of 20+ participants on how to properly answer and respond to client calls •Incorporated branding techniques used in sales to build a client base within financial services

Disney Springs

•Reached and exceeded monthly sales goals averaging around $20,000 with 100% success rate•Created and drove personal sales goals such as styling to increase ADT & UPT driving my sales up by 30%•Developed relationships in order to create a luxurious, high-volume environment with over 100 daily interactions•Generated 10% of monthly sales through the building of rapport to accommodate clients’ tastes and preferences•Suggested flow strategies based on trends and forecasts, making… Show more •Reached and exceeded monthly sales goals averaging around $20,000 with 100% success rate•Created and drove personal sales goals such as styling to increase ADT & UPT driving my sales up by 30%•Developed relationships in order to create a luxurious, high-volume environment with over 100 daily interactions•Generated 10% of monthly sales through the building of rapport to accommodate clients’ tastes and preferences•Suggested flow strategies based on trends and forecasts, making client interactions more impactful Show less

Gainesville, Florida Area

•Delegated operation tasks and set goals to a staff of 10+ sales associates, along with three other team leaders•Created staff assignments and goals, leading to an increase of 15% in loyalty program memberships •Increased profits through effective sales training and troubleshooting profit loss areas reducing shrink by 4%•Supervised the opening and closing of cash registers, handling over $2,000 in cash per day•Interviewed over 30 job candidates and made staffing decisions that… Show more •Delegated operation tasks and set goals to a staff of 10+ sales associates, along with three other team leaders•Created staff assignments and goals, leading to an increase of 15% in loyalty program memberships •Increased profits through effective sales training and troubleshooting profit loss areas reducing shrink by 4%•Supervised the opening and closing of cash registers, handling over $2,000 in cash per day•Interviewed over 30 job candidates and made staffing decisions that would impact the store’s performance•Trained holiday staff of 10+ associates in company policies and to deliver outstanding customer service Show less